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DF Dent & Co’s Murphy USA MUSA Stock Holding History

DF Dent & Co’s Portfolio MUSA Stock Details MUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.4M Sell
22,997
-21,919
-49% -$9.39M 0.22% 92
2025
Q4 		$18.1M Sell
44,916
-24,885
-36% -$9.55M 0.26% 83
2025
Q3 		$27.1M Sell
69,801
-16,592
-19% -$6.57M 0.35% 68
2025
Q2 		$35.1M Buy
86,393
+16,587
+24% +$7.54M 0.45% 60
2025
Q1 		$32.8M Sell
69,806
-1,971
-3% -$936K 0.44% 56
2024
Q4 		$36M Sell
71,777
-5,310
-7% -$2.71M 0.46% 55
2024
Q3 		$38M Buy
77,087
+5,998
+8% +$3.01M 0.46% 53
2024
Q2 		$33.4M Buy
71,089
+9,912
+16% +$4.32M 0.43% 52
2024
Q1 		$25.6M Sell
61,177
-140
-0.2% -$54.7K 0.31% 59
2023
Q4 		$21.9M Buy
61,317
+11,118
+22% +$4.03M 0.29% 61
2023
Q3 		$17.2M Buy
50,199
+11,979
+31% +$3.81M 0.25% 63
2023
Q2 		$11.9M Buy
38,220
+200
+0.5% +$56K 0.16% 75
2023
Q1 		$9.81M Buy
+38,020
New +$9.89M 0.14% 83

Other funds holding MUSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DF Dent & Co's MUSA Position: Q1 2026 in Review

DF Dent & Co reduced its Murphy USA (MUSA) stake by 49% in Q1 2026, selling an estimated $9.39M and leaving 22,997 shares worth $11.4M. The position accounts for 0.22% of the portfolio, ranked #92.

DF Dent & Co first reported a position in MUSA in Q1 2023 and has held it in 13 quarters since. The position peaked at $38M in Q3 2024. 540 funds tracked by Wall St. Rank hold MUSA as of Q1 2026.

  • DF Dent & Co held 22,997 shares of Murphy USA worth $11.4M as of Q1 2026.
  • DF Dent & Co sold 21,919 Murphy USA shares in Q1 2026, an estimated $9.39M.
  • Murphy USA made up 0.22% of DF Dent & Co's portfolio in Q1 2026, its #92 holding.
  • DF Dent & Co first reported a position in Murphy USA in Q1 2023 and has held it in 13 quarters since.
  • DF Dent & Co's Murphy USA position peaked at $38M in Q3 2024.
  • 540 funds tracked by Wall St. Rank held Murphy USA as of Q1 2026.

Based on DF Dent & Co's 13F filing for Q1 2026, filed 15 May 2026.